CARET Legal vs. Matterly Comparison


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About CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.	About A user-friendly platform to help save your firm significant amounts of time during the creation of necessary records. Define who from the organization is related to a matter and their role. Assignee rates for all matters can be specified. Integrate with Proof, Click2Mail, and others for certified mail and finding document delivery services. In today’s legal world there are more moving parts than ever. Many attorneys get in over their heads simply due to imperfect office workflow. With Matterly you can quickly have a time tracker set up, intake process enabled, onboarding instructions implemented, and then create and manage matters all while assigning specific tasks to specific individuals. All of this can be set up and monitored seamlessly in the office or on the go! Matterly is a CRM system like no other! Users can upload their own templates with merge tags, allowing them to insert information directly from Matters and their related records in Salesforce.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Small and mid-sized law firms	Audience Legal professionals and companies looking for a solution to improve their processes, manage their matters, and assign specific tasks to specific individuals
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information CARET Legal Founded: 2015 United States caretlegal.com	Company Information Matterly United States matterly.io
Alternatives 8am	Alternatives CARET Legal
PracticePanther Law Practice Software PracticePanther Legal Software	Litify
8am MyCase 8am	Traffic Ticket CRM App Maisters
Clio Themis Solutions	Lawcus
AbacusLaw Abacus Data Systems View All	Smokeball View All
Categories Family Law Immigration Law Firm Accounting Law Practice Management Legal Billing Legal Case Management Legal CRM Legal Intake Legal Time Tracking Personal Injury Law Trust Accounting	Categories Legal Case Management Legal CRM
Legal Case Management Features Billing Management Calendar Management Case Notes Client Management Communication Tracking Conflict Management Corporations Court Management Discovery Management Docket Management Document Management Expense Tracking Government Law Firms Records Management Task Management Time Tracking Trust Accounting Show More Features Law Practice Management Features Billing & Invoicing Calendar Management Client Portal Conflict Management Contract Management CRM Document Management Email Management Legal Case Management Task Management Time Tracking Trust Accounting Legal Billing Features Accounting Management Automatic Billing Calendar Management Case Management Client Portal Document Management Expense Tracking Time Tracking Trust Accounting Features Accrual Accounting Activity Tracking Asset Gain & Loss Reporting Check Writing Compliance Management Cross Ledger Posting Customer Statements Fee Calculation & Posting Receipt Management Tax Management
Integrations Click2Mail Gmail Google Calendar HotDocs LawToolBox Lawmatics Microsoft 365 Microsoft Outlook Microsoft Word NetDocuments QuickBooks Online RMail Salesforce Worldox Show More Integrations View All 12 Integrations	Integrations Click2Mail Gmail Google Calendar HotDocs LawToolBox Lawmatics Microsoft 365 Microsoft Outlook Microsoft Word NetDocuments QuickBooks Online RMail Salesforce Worldox Show More Integrations View All 2 Integrations
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